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Beyond Air

63 hedge funds and large institutions have $19.2M invested in Beyond Air in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $318K | Put options by funds: $141K

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

5% more funds holding

Funds holding: 6063 (+3)

0% more ownership

Funds ownership: 0.07%0.08% (+0%)

11% less capital invested

Capital invested by funds: $21.6M → $19.2M (-$2.39M)

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
19
Reduced
14
Closed
7
Calls
$318K
Puts
$141K
Net Calls
+$177K
Net Calls Change
-$29K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$44.3K
OC
27
Oppenheimer & Co
New York
$41.6K
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$39.3K -$13.2K -17 -27%
HighTower Advisors
29
HighTower Advisors
Illinois
$39K
UBS Group
30
UBS Group
Switzerland
$36.1K +$4.67K +6 +15%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$35K
KP
32
Keel Point
Alabama
$29.7K +$29.6K +38 New
WC
33
Wexford Capital
Florida
$26.5K +$26.5K +34 New
AIG
34
American International Group
New York
$26.3K
Jane Street
35
Jane Street
New York
$24.8K +$24.9K +32 New
Invesco
36
Invesco
Georgia
$22.6K -$2.34K -3 -9%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$21.9K -$7.01K -9 -24%
Goldman Sachs
38
Goldman Sachs
New York
$21.9K -$14.8K -19 -40%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$21.6K -$24.9K -32 -53%
Ameriprise
40
Ameriprise
Minnesota
$20.8K
WANY
41
Wealthspire Advisors (New York)
New York
$19.9K
OIA
42
OneDigital Investment Advisors
Kansas
$19.8K -$2.34K -3 -11%
XT
43
XTX Topco
Cayman Islands
$19.8K +$19.5K +25 New
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$19.6K +$19.5K +25 New
Simplex Trading
45
Simplex Trading
Illinois
$15K -$3.11K -4 -17%
Wells Fargo
46
Wells Fargo
California
$14.1K +$3.11K +4 +29%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$14K +$7.79K +10 +111%
CHA
48
Carmichael Hill & Associates
Maryland
$13.7K +$3.11K +4 +29%
BC
49
Bartlett & Co
Ohio
$11K
BCWM
50
Bartlett & Co Wealth Management
Ohio
$10.9K

XAIR Hedge Fund Activity: Q4 2023 in Review

63 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Beyond Air (XAIR) for Q4 2023, worth a combined $19.2M — down 11% from $21.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new XAIR positions and 7 closed out — a net gain of 3 holders — while 19 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $945K. The largest seller was Millennium Management, exiting entirely with an estimated $652K sold.

  • 63 institutional investors held Beyond Air (XAIR) as of Q4 2023, up from 60 in Q3 2023.
  • Funds reported $19.2M of Beyond Air stock for Q4 2023, down 11% quarter-over-quarter.
  • 10 funds opened new Beyond Air positions in Q4 2023 and 7 closed out, a net change of +3 holders.
  • The largest Beyond Air buyer in Q4 2023 was Morgan Stanley, an estimated $945K added.
  • The largest Beyond Air seller in Q4 2023 was Millennium Management, an estimated $652K sold.

Based on aggregated 13F filings for Q4 2023.